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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?

To: Lee who wrote (5704)	6/20/1999 8:48:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 7342

The Inside Scoop By James K. Glassman Sunday, June 20, 1999; Page H01 "Free cash flow" is the cash profits that companies hold after outlays for dividends and investments in new plant and equipment. In other words, this is money that will someday flow to shareholders--or be used to buy other companies, whose profits will flow to shareholders. Copious free cash flow--rather than straight reported earnings--is what smart investors such as Warren Buffett look for in a company. Value Line regularly computes the figure for its weekly Investment Survey (1-800-833- 0046). Here are the top free-cash generators that receive a rating of 1 (best) from the research service for timeliness and at least 3 (average) for safety: VISX Inc. (VISX), Dionex Corp. (DNEX), PacifiCare Health Systems Inc. (PHSYA), Cisco Systems Inc. (CSCO), Dell Computer Corp. (DELL), CDW Computer Centers Inc. (CDWC), Tellabs Inc. (TLAB), Jones Apparel Group Inc. (JNY), Xilinx Inc. (XLNX), EMC Corp. (EMC), United HealthCare Corp. (UNH), Kenneth Cole Productions Inc. (KCP) and Express Scripts Inc. (ESRX).

To: Lee who wrote (5704)	6/20/1999 12:08:00 PM
From: Chuzzlewit	Respond to of 7342

Good morning Lee --- I use the historic IVs at the data base at cboe.com. I sell covered calls when the current IV is at least at the average of the last several months of historic IVs. Remember, IVs tend to increase at around earnings time. In the case of TLAB I think I will wait until I see July or September 80s. ****** Have you read Jeremy Siegel's Stocks For The Long Run? If you haven't, it is an excellent book, and worth adding to your library. How's Nick and the rest of the feline crew? TTFN, CTC